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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
17.976 0.04 (0.20%)

NAV as on 28 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 28 Jul, 2015)

Period Returns (%) Rank #
1 mth 4.7 23
3 mth 7.6 13
6 mth 1.0 58
1 year 24.2 62
2 year 32.9 84
3 year - -
5 year - -

# Moneycontrol Rank within 249 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 1.3 - - -
2014 5.1 10.8 7.4 8.5 -
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.7 7.6 1.0 24.2 32.9 -- --
Category avg 2.6 3.3 -1.2 15.4 22.1 14.4 7.4
Difference of Fund returns and Category returns 2.1 4.3 2.2 8.8 10.8 -- --
Best of category 7.5 11.6 10.4 50.4 53.2 41.9 22.9
Worst of category -0.4 -3.3 -15.2 -24.9 7.0 7.0 -0.7
Benchmark returns # 1.3 1.9 -4.3 11.5 24.2 18.6 8.7
Difference of Fund returns and Benchmark returns 3.4 5.7 5.3 12.7 8.7 -- --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 0.71 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
15,438.31 1.0 -6.7 11.4 22.5 12.1
Reliance Equity Oppor - RP (G) Rank 2
10,428.79 2.8 -3.6 22.7 26.2 16.7
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 2.8 0.6 25.2 32.9 19.7
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 4
5,301.58 7.4 2.0 27.4 26.2 12.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 0.05 6.88
Maruti Suzuki Automotive 0.04 5.53
Bayer CropScien Chemicals 0.03 4.80
HDFC Bank Banking/Finance 0.03 4.74
Heritage Foods Food & Beverage 0.03 3.78
V-Guard Ind Miscellaneous 0.03 3.62
GIC Housing Fin Banking/Finance 0.02 3.50
Bajaj Finance Banking/Finance 0.02 3.26
ITC Tobacco 0.02 3.13
AB Nuvo Conglomerates 0.02 3.08

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.69 49.30 19.87
Chemicals 21.37 34.16 17.07
Automotive 7.63 20.68 7.40
Engineering 6.46 12.54 5.76
Miscellaneous 6.39 8.72 2.39
Cement 4.85 8.86 3.96

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 92.54
Others 1.64
Debt 0.00
Mutual Funds N.A
Money Market 5.43
Cash / Call 0.37

View All

Concentration

Holdings (%)
Top 5 25.73
Top 10 42.32
Sector (%)
Top 3 53.69

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